The Norden Group LLC

Overview

The Norden Group LLC is an SEC registered investment adviser based in Provo, UT, registered since 2023. It reports $2B in assets under management across 4,220 accounts, with 30 employees. It has 22 investment adviser representatives.

Reported AUM

$2B

Discretionary

100%

Accounts

4,220

Average account

$466K

Employees

30

Advisory reps

22

Registered since

2023

Jurisdictions

28

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Joseph Phillip Arce Chief Compliance Officer CRD 3119142
• Renn Michael Olsen Chief Operating Officer CRD 5181407
• Brent Alan Cochran Partner CRD 2361173

2 more executive officers, with direct contact details

Advisory reps 3 of 22

• Alec Bruce Abbott Insurance Agent · Investment Adviser Rep CRD 1414999
• Kylee Marie Adamson Investment Adviser Rep CRD 7259915
• Joseph Phillip Arce Investment Adviser Rep CRD 3119142

19 more advisory reps, with emails, phones and branch locations

Location

Headquarters

5255 N Edgewood Dr Ste 225
Provo, UT 84604

County

Utah

Metro area

Provo-Orem, UT

Region

West

Registrations

• SEC registered
• Registered in 28 jurisdictions
• Website: thenordengroup.com

Every state, with registration dates

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